Purchases and Sales Made in Q3 2022 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q3 2022. The information is specifically focused on institutions that hold shares of Elevance Health, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
287+ 19.44% |
$128K - $146K
|
1.76K
$667K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
285+ 2.66% |
$127K - $144K
|
11K
$4.16M
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
283+ 53.7% |
$126K - $143K
|
810
$307K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
280+ 26.64% |
$125K - $142K
|
1.33K
$504K
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
280+ 4.08% |
$125K - $142K
|
7.15K
$2.7M
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
276+ 0.69% |
$123K - $140K
|
40.5K
$15.3M
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
264+ 16.44% |
$118K - $134K
|
1.87K
$708K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
264New |
$118K - $134K
|
264
$99.9K
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
263+ 31.38% |
$117K - $133K
|
1.1K
$417K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
260+ 11.55% |
$116K - $132K
|
2.51K
$951K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
260+ 20.31% |
$116K - $132K
|
1.54K
$583K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
256+ 28.51% |
$114K - $130K
|
1.15K
$437K
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
251+ 220.18% |
$112K - $127K
|
365
$138K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
244New |
$109K - $124K
|
244
$92.3K
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
244+ 32.97% |
$109K - $124K
|
984
$372K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
236+ 7.84% |
$105K - $120K
|
3.25K
$1.23M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
232+ 21.28% |
$103K - $118K
|
1.32K
$500K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
232New |
$103K - $118K
|
232
$87.8K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
231+ 17.0% |
$103K - $117K
|
1.59K
$602K
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
230+ 2.33% |
$103K - $117K
|
10.1K
$3.82M
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
226+ 2.42% |
$101K - $115K
|
9.55K
$3.61M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
225+ 8.26% |
$100K - $114K
|
2.95K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
220+ 48.89% |
$98.1K - $112K
|
670
$254K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
217+ 18.37% |
$96.8K - $110K
|
1.4K
$529K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
216+ 5.02% |
$96.3K - $110K
|
4.52K
$1.71M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
216+ 43.99% |
$96.3K - $110K
|
707
$268K
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
BUY
|
- |
215+ 29.49% |
$95.9K - $109K
|
944
$357K
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
211+ 0.49% |
$94.1K - $107K
|
43.2K
$16.3M
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
207+ 1.01% |
$92.3K - $105K
|
20.6K
$7.81M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
202New |
$90.1K - $102K
|
202
$76.5K
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
200+ 18.67% |
$89.2K - $101K
|
1.27K
$481K
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
198+ 28.25% |
$88.3K - $100K
|
899
$340K
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
197+ 38.55% |
$87.9K - $99.9K
|
708
$268K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
196+ 4.61% |
$87.4K - $99.4K
|
4.44K
$1.68M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
188+ 60.65% |
$83.8K - $95.3K
|
498
$188K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
183+ 12.81% |
$81.6K - $92.8K
|
1.61K
$610K
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
182+ 6.08% |
$81.2K - $92.3K
|
3.18K
$1.2M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
179+ 12.51% |
$79.8K - $90.8K
|
1.61K
$609K
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
179+ 7.05% |
$79.8K - $90.8K
|
2.72K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
177New |
$78.9K - $89.7K
|
177
$67K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
173+ 455.26% |
$77.2K - $87.7K
|
211
$79.9K
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
173+ 4.6% |
$77.2K - $87.7K
|
3.93K
$1.49M
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
170+ 2.42% |
$75.8K - $86.2K
|
7.2K
$2.72M
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
166+ 1.45% |
$74K - $84.2K
|
11.6K
$4.38M
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
160+ 10.85% |
$71.4K - $81.1K
|
1.64K
$619K
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
158+ 27.05% |
$70.5K - $80.1K
|
742
$281K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
158+ 17.36% |
$70.5K - $80.1K
|
1.07K
$404K
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
157+ 5.51% |
$70K - $79.6K
|
3.01K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
154+ 23.55% |
$68.7K - $78.1K
|
808
$306K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
150+ 263.16% |
$66.9K - $76.1K
|
207
$78.3K
|